Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,379 | $98,776+233.5% | $149,745+120.0% | $79,856+312.5% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.5%-31.1pp | 69.6%-18.2pp |
| Annual return | 13.94% | 27.38%-13.4pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,463 | $3,217-23.4% | $4,646-47.0% | $2,471-0.3% |
| Participant deferral / active EE | $4,927 | $5,681-13.3% | $6,843-28.0% | $3,741+31.7% |
| Admin fee / account holder | $3,703 | $6,053-38.8% | $9,312-60.2% | $5,306-30.2% |